Add ClaudeFinLab finance MCP servers to Cursor. Run DCF models, OFAC screening, and SEC EDGAR lookups directly in your code editor without context switching.

Why Use Finance Tools in Cursor?

Cursor is an AI-native code editor. With ClaudeFinLab's MCP servers connected, your coding assistant can also pull live SEC EDGAR data, run DCF valuations, and screen vendor names against OFAC — without leaving your editor. This is particularly useful for fintech developers, quant researchers, and data engineers who work with financial data.

Example workflow: You're building a valuation model in Python. Ask Cursor's agent: "Pull the last 3 years of revenue from Apple's 10-K filings and run a DCF with 8% growth and 10% WACC." It calls the EDGAR and valuation MCP servers, returns the output, and you can paste the numbers directly into your code.

Prerequisites

Cursor version 0.40+ (MCP support requires a recent version)
A ClaudeFinLab API key — free at claudefinancelab.com

Step 1 — Open Cursor MCP Settings

In Cursor, go to Settings (Cmd+, / Ctrl+,) → Features → scroll to MCP Servers. Click Add new MCP server.

Alternatively, Cursor stores MCP config in ~/.cursor/mcp.json (macOS/Linux) or %APPDATA%\Cursor\mcp.json (Windows). You can edit this file directly.

Step 2 — Add the MCP Config

Paste this into the MCP config (replace YOUR_API_KEY):

{
  "mcpServers": {
    "claudefinlab-valuation": {
      "url": "https://claudefinancelab.com/valuation/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    },
    "claudefinlab-edgar": {
      "url": "https://claudefinancelab.com/edgar/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    },
    "claudefinlab-accounting": {
      "url": "https://claudefinancelab.com/accounting/sse",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Step 3 — Restart / Reload

Use Cmd+Shift+P → Developer: Reload Window or fully restart Cursor. The MCP servers will appear as available tools in the agent panel.

Step 4 — Use in Agent Mode

Switch Cursor's chat to Agent mode (not Ask or Edit). In Agent mode, Cursor can autonomously call MCP tools. Try:

"Look up Microsoft's last 10-K revenue and compute a DCF at 9% WACC, 12% FCF margins, 8% growth for 5 years."
"Screen these three vendor names against OFAC SDN list: [paste names]"
"Get the current options implied volatility for SPY and price a 30-day ATM call."

Useful Combinations for Developers

Task	Servers to add
Fintech API integration testing	Valuation + EDGAR + Market Data
Risk model development	Portfolio Risk + Quant Advanced
Compliance automation	Compliance + EDGAR
DeFi / on-chain data	Crypto
Startup financial modelling	Startup + Valuation + Accounting

Troubleshooting

MCP servers not appearing in agent mode

Ensure you're using Agent mode, not Ask or Edit. MCP tools are only available in Agent mode in Cursor. Also confirm your Cursor version supports MCP (0.40+).

Tool calls failing silently

Open the Cursor terminal and check the MCP server logs. Verify the API key header is formatted exactly as shown — the key goes after Bearer (with a space).